+143.7%
LLY vs INTU
-33.0%
+176.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.2% | +4.4% |
| 7D | +0.1% | -3.9% | +4.0% | +0.7% |
| 30D | +19.7% | +11.7% | +8.0% | +17.8% |
| 3M | +19.3% | +4.5% | +14.8% | +18.4% |
| 6M | +49.3% | -13.9% | +63.2% | +50.8% |
| YTD | +32.0% | -48.2% | +80.2% | +49.1% |
| 1Y | +53.7% | -47.1% | +100.8% | +72.5% |
| 3Y | +143.7% | -32.5% | +176.2% | +159.4% |
| All | +143.7% | -33.0% | +176.8% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded INTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling